WFG Advisors’s Blackrock BLK Stock Holding History

WFG Advisors’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$463K	Buy	1,096 +438	+67%	+$175K	0.1%	208
2017 Q1	$252K	Buy	658 +23	+4%	+$8.8K	0.07%	290
2016 Q4	$242K	Buy	635 +18	+3%	+$6.6K	0.06%	326
2016 Q3	$224K	Buy	617 +54	+10%	+$19.6K	0.06%	340
2016 Q2	$193K	Buy	563 +40	+8%	+$14.1K	0.05%	352
2016 Q1	$178K	Buy	523 +8	+2%	+$2.54K	0.05%	327
2015 Q4	$175K	Sell	515 -36	-7%	-$12.2K	0.05%	319
2015 Q3	$164K	Sell	551 -19	-3%	-$6.13K	0.05%	331
2015 Q2	$197K	Buy	570 +9	+2%	+$3.28K	0.05%	351
2015 Q1	$205K	Buy	561 +25	+5%	+$9.06K	0.06%	344
2014 Q4	$192K	Buy	536 +27	+5%	+$9.22K	0.04%	437
2014 Q3	$167K	Buy	509 +4	+0.8%	+$1.29K	0.03%	496
2014 Q2	$162K	Sell	505 -75	-13%	-$23K	0.03%	501
2014 Q1	$182K	Buy	580 +52	+10%	+$15.9K	0.04%	454
2013 Q4	$167K	Buy	528 +10	+2%	+$2.98K	0.02%	573
2013 Q3	$140K	Sell	518 -64	-11%	-$17.4K	0.02%	592
2013 Q2	$150K	Buy	+582	New	+$156K	0.02%	537

Other funds holding BLK

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MFG

Mizuho Financial Group Chiyoda-Ku, Tokyo, Japan $11.8M AUM

WFG Advisors's BLK Position: Q2 2017 in Review

WFG Advisors increased its Blackrock (BLK) stake by 67% in Q2 2017, buying an estimated $175K and bringing the position to 1,096 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #208.

WFG Advisors first reported a position in BLK in Q2 2013 and has held it in 17 quarters since. 1,013 funds tracked by Wall St. Rank hold BLK as of Q2 2017.

WFG Advisors held 1,096 shares of Blackrock worth $463K as of Q2 2017.
WFG Advisors bought 438 Blackrock shares in Q2 2017, an estimated $175K.
Blackrock made up 0.1% of WFG Advisors's portfolio in Q2 2017, its #208 holding.
WFG Advisors first reported a position in Blackrock in Q2 2013 and has held it in 17 quarters since.
1,013 funds tracked by Wall St. Rank held Blackrock as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.